Are you truly service oriented? Do you enjoy providing best in class experiences and going above and beyond to ensure tasks are met and exceeded?
Do you know how to keep an eye out for and avoid risk? Are you skilled at assessing processes and making improvements?

We’re looking for a Advisor Transition Analyst/ Onboarding Analyst to:

• help to onboard Advisor recruit teams and their clients
• develop and control process flow and deadlines, collect the right documentation for account opening and service requests
• collaborate across business units, driving day-to-day execution
• keep management systems up-to-date with client information
• create strong partnerships, cultivating relationships with assigned financial advisors and coordinating with the operations function
• be independent, motivated, proactive and focused to take action
• be passionate about the client experience, with strong interpersonal skills
• be a self-starter who is comfortable managing evolving situations
• ensure compliance with policies, standards and regulatory requirements with client communications and account opening
• identify opportunities to improve our processes and recommend changes
• prepare reports / documentation and present to stakeholders on progress as well as problems and solutions
• travel domestically on a regular basis, dependent on recruit teams being hired across the country

Detailed salary information :
• San Diego, San Francisco, Los Angeles, New York: the salary range for this role is $70000 to $80000

The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits.